B. RILEY WEALTH ADVISORS, INC. – Schwab Short-Term U.S. Treasury ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$6.53M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +78.85% | 59.66K shares | 2.80M | $48.26 | 135.34K |
| Q2 2022 | share | Increase | +8.18% | 5.71K shares | 257K | $49.19 | 75.67K |
| Q1 2022 | share | Increase | +7.29% | 4.75K shares | 150K | $49.54 | 69.95K |
| Q4 2021 | share | Increase | +2.29% | 1.46K shares | 53K | $50.85 | 65.20K |
| Q3 2021 | share | Decrease | -0.93% | -597 shares | -33K | $51.15 | 63.74K |
| Q2 2021 | share | Decrease | -3.46% | -2.30K shares | -124K | $51.13 | 64.33K |
| Q1 2021 | share | Increase | 0.00% | 66.64K shares | 3.42M | $51.17 | 66.64K |
| Q3 2016 | share | Decrease | -100.00% | -72.48K shares | -3.34M | $47.4 | 0 |
| Q2 2016 | share | Increase | +33.53% | 18.20K shares | 847K | $47.46 | 72.48K |
| Q1 2016 | share | Decrease | -17.07% | -11.17K shares | -801K | $47.21 | 54.27K |